美股前瞻 | 三大股指期货齐涨 油价跳水 台积电绩后走高

Market Movements - US stock index futures are all up, with Dow futures rising by 0.12%, S&P 500 futures up by 0.39%, and Nasdaq futures increasing by 0.80% [1] - European indices show mixed results, with Germany's DAX down by 0.23%, UK's FTSE 100 up by 0.43%, France's CAC40 down by 0.32%, and the Euro Stoxx 50 up by 0.53% [1] Commodity Prices - WTI crude oil has decreased by 3.42%, trading at $59.90 per barrel, while Brent crude oil is down by 3.37%, priced at $64.28 per barrel [2] Market News - The US Senate Banking Committee has postponed the discussion on a key cryptocurrency regulatory proposal after Coinbase withdrew its support, indicating ongoing bipartisan negotiations [3] - PIMCO, managing $2.2 trillion in assets, is reducing its US asset holdings due to the unpredictable policies of the Trump administration, aiming to diversify its investment strategy [3] - President Trump has indicated a delay in responding to Iran, which has led to a drop in Brent crude oil prices below $65, reducing the risk of military action and oil supply disruptions [3] Precious Metals - Analysts from ANZ predict that geopolitical tensions and loose monetary policies will support gold prices, potentially exceeding $5,000 per ounce in the latter half of the year [4] - Silver prices experienced a significant drop of over 7% due to Trump's announcement to delay tariffs on key mineral imports, leading to a panic sell-off among speculative investors [5] Company News - TSMC reported Q4 net profit significantly exceeding expectations, with revenue of NT$1,046.09 billion (approximately $33.67 billion), a year-on-year increase of 20.5% and a gross margin of 62.3% [6][7] - BlackRock's Q4 earnings surpassed expectations, with revenue growing by 23% to $7 billion and assets under management reaching a record $14 trillion [7] - ASML's market capitalization surpassed $500 billion following TSMC's strong 2026 capital expenditure guidance, reflecting optimism in AI-related spending [8] - Ericsson plans to cut approximately 1,600 jobs in Sweden as part of a broader cost-cutting initiative to improve profit margins in a challenging telecom equipment market [9] - Google is enhancing its AI tool Gemini by integrating it with its suite of applications, aiming to provide personalized services and differentiate itself from competitors like OpenAI [10]